Organizations Filed Purposes:
THE SOCIETY IS AN ASSOCIATION OF LOCAL INVESTMENT PROFESSIONALS CONSISTING OF PORTFOLIO MANAGERS, SECURITY ANALYST, INVESTMENT ADVISORS, AND OTHER FINANCIAL PROFESSIONALS. THE SOCIETY PROMOTES ETHICAL AND PROFESSIONAL STANDARDS WITHIN THE LOCAL INVESTMENT COMMUNITY AND BEYOND, AND WORKS TO FURTHER THE PUBLIC'S UNDERSTANDING OF THE CFA DESIGNATION AND INVESTMENT INDUSTRY. AS ON OF AIMR'S 101 MEMBER SOCIETIES , OUR SOCIETY CONNECTS MEMBERS TO A GLOBAL NETWORK OF INVESTMENT PROFESSIONALS.
CONGROUS TO ITS MISSION THE SOCIETY ENCOURAGES ITS MEMBERS TO EARN CFA CHARTER AND SUPPORTS CANDIDATES BY SPONSORING CFA EXAM STUDY GROUPS AND PROGRAMS. EXPERIENCED AND RESPECTED ACADEMICIANS AND PRACTITIONERS MAKE PRESENTATIONS TO COACH AND EDUCATE CFA CANDIDATES.
IN AN EFFORT TO ATTRACT THE BEST & BIRGHTEST YOUNG PEOPLE TO THE INVESTMENT PROFESSION THE SOCIETY OFFERS SCHOLARSHIPS TO PROMISING CFA CANDIDATES.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Benjamin Werner | PRESIDENT | 0 | $0 |
| Tony Tursich | SECRETARY | 0 | $0 |
| Tyra Pratt | MEMBERSHIP/E | 0 | $0 |
| Corrie Oliva | PAST PRESIDE | 0 | $0 |
| Lisa Massena | PROGRAMS | 0 | $0 |
| Piman Limpaphayaom | UNIVERSITY L | 0 | $0 |
| Chris Lakumb | PUBLIC AWARE | 0 | $0 |
| Andy Hoyt | TREASURER/VI | 0 | $0 |
| Kim Cash | ADVOCACY | 0 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202022899349300042_public.xml